Onboarding Case Manager with Flexible Work

Schroders; Greater London; Vor Ort; GBP 45.000 - 70.000; Vollzeit

Zusammenfassung

Schroders is seeking a Case Manager – Operations Onboarding to manage onboarding cases end to end for a defined client book, acting as the single entry point for mandate and broker requests. You’ll collaborate with the Indian Operations hub capability teams and own your caseload to agreed dates, quality and control standards.

Responsibilities include running playbooks, coordinating with Chennai delivery, and keeping data, references and dashboards up to date.

Qualifikationen

• Hands-on experience with mandate onboarding, static data or client servicing.
• Understanding of account opening and mandate set-up lifecycle.
• Familiarity with Aladdin configuration concepts and onboarding platform.

Aufgaben

• Take onboarding requests through intake, planning, execution and completion.
• Run the playbook for each event, sequencing tasks and the critical path.
• Gather requirements and assess them against Aladdin and platform capability.
• Translate requirements into clear work packages for the Chennai delivery team.
• Raise and track activity requests into hub capability teams and chase to completion.
• Keep the workflow tool and dashboard updated daily with live status.
• Check reference data accuracy and control evidence before go-live.
• Keep clients and internal stakeholders informed on status, risks and dates.
• Escalate blockers and risks promptly to the senior case manager.
• Support improvements to templates, playbooks and process documentation.

Kenntnisse

Mandate onboarding

Client servicing

Account opening

Onboarding platform

Project management

Attention to detail

Tools

Aladdin

Workflow tool

Jobbeschreibung

Schroders is seeking a Case Manager – Operations Onboarding to manage onboarding cases end to end for a defined client book, acting as the single entry point for mandate and broker requests. You’ll collaborate with the Indian Operations hub capability teams and own your caseload to agreed dates, quality and control standards.

Responsibilities include running playbooks, coordinating with Chennai delivery, and keeping data, references and dashboards up to date.