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Case Manager, Operations Onboarding

Schroders · London

6 days ago

Not specifiedmandate onboardingclient account openinginvestment operations

Workplace

Not specified

Location

London

Posted

6 days ago

Summary

Manage client onboarding cases from intake through completion, coordinating requirements, delivery tasks and control checks with internal teams and the Chennai hub. The role is based at Schroders’ City of London office, with flexible working arrangements considered.

Responsibilities

  • Take onboarding cases from intake through completion
  • Sequence event tasks and maintain critical paths
  • Assess client requirements against Aladdin capabilities
  • Prepare work packages for Chennai delivery teams
  • Track hub requests and chase outstanding activities
  • Verify reference data and control evidence before go-live
  • Update clients and stakeholders on risks and dates
Aladdin
mandate onboardingclient account openinginvestment operationsreference data controlskyc and aml requirements