Onboarding & Delivery Case Manager — Flexible Work

Schroders; New York (NY); On-site; USD 125,000 - 140,000; Full time

Benefits offered by this job

Flexible working arrangements

Job summary

Schroders is seeking a Case Manager to own onboarding cases end to end for a defined client book. You’ll be the single point of entry for mandate and broker requests, coordinating with the Indian Operations hub and Chennai delivery team to meet deadlines and quality standards.

In this role you will manage intake, planning, execution and completion, tracking progress on a daily dashboard, and communicating status and risks to clients and internal stakeholders.

Qualifications

• Hands-on experience of mandate onboarding, static data or client servicing.
• Good understanding of the account opening and mandate set-up lifecycle.
• Familiarity with Aladdin configuration concepts and the onboarding platform.
• Able to interpret IMAs, prospectuses and client documentation with support.
• Project management discipline: planning, dependency and risk tracking.
• Strong organisation and attention to detail across concurrent cases.
• Clear written and verbal communication with clients and colleagues.

Responsibilities

• 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 the Aladdin platform and onboarding capabilities.
• Translate requirements into clear work packages for the Chennai delivery team.
• Raise and track activity requests into the hub capability teams and chase to completion.
• Keep the workflow tool and dashboard updated daily so each case shows a live, accurate 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.

Skills

Mandate onboarding

Client servicing

Account opening lifecycle

Tools

Aladdin configuration

Onboarding platform

Job description

Schroders is seeking a Case Manager to own onboarding cases end to end for a defined client book. You’ll be the single point of entry for mandate and broker requests, coordinating with the Indian Operations hub and Chennai delivery team to meet deadlines and quality standards.

In this role you will manage intake, planning, execution and completion, tracking progress on a daily dashboard, and communicating status and risks to clients and internal stakeholders.