Who we’re looking for
As Case Manager, you’ll manage onboarding cases end to end for a defined book of clients and events, acting as the single point of entry for mandate and broker requests on your own cases. You’ll work closely with the Indian Operations hub capability teams and be accountable for delivering your own caseload to agreed dates, quality and control standards. This is an opportunity to build deep onboarding expertise while contributing to a collaborative, delivery-focused team.
About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
The base
We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.
What you'll do
Take onboarding requests through intake, planning, execution and completion
Run the playbook for each event, sequencing tasks and holding 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 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
The knowledge, experience and qualifications you need
Hands-on experience of mandate onboarding, static data or client servicing
Good understanding of the account opening and mandate set-up lifecycle
Working knowledge of 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
Comfortable working with offshore delivery teams and in a workflow tool
Awareness of KYC, AML and LEI requirements
Open to new technology including AI support in day-to-day delivery
What you will be like
Highly organised across concurrent cases and deadlines
Attentive to detail and accurate first time
Proactive chaser who follows things through to completion
Clear, timely communicator with clients and hub colleagues
Takes ownership of their own cases from intake to completion
Raises issues early and transparently, including bad news
Curious and quick to learn new products, markets and systems
Measured on delivery to date and quality, and accurate case information
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
About Us
Skills Required
- Hands-on experience with mandate onboarding, static data, or client servicing
- Understanding of the account opening and mandate setup lifecycle
- Working knowledge of Aladdin configuration concepts and the onboarding platform
- Ability to interpret IMAs, prospectuses, and client documentation with support
- Project management discipline, including planning, dependency tracking, and risk tracking
- Strong organization and attention to detail across concurrent cases
- Clear written and verbal communication with clients and colleagues
- Comfort working with offshore delivery teams and workflow tools
- Awareness of KYC, AML, and LEI requirements
- Openness to new technology, including AI support in day-to-day delivery
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
-
Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
-
Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
-
Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
