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Case Manager (6 Month + Temp Role)

Schroders · London

6 days ago

Not specifiedContractclient onboardingmandate setupstatic data management

Workplace

Not specified

Employment

Contract

Location

London

Posted

6 days ago

Summary

This mid-level case manager coordinates end-to-end onboarding for a defined book of clients and events. The role sits within operations, working with clients, internal stakeholders and the Indian Operations hub; flexible working arrangements may be considered.

Responsibilities

  • Take onboarding requests from intake through completion
  • Sequence event tasks and maintain the critical path
  • Assess requirements against Aladdin and platform capabilities
  • Translate requirements into work packages for Chennai
  • Update workflow tools and dashboards with case status
  • Check reference data and control evidence before go-live
  • Escalate blockers and risks to the senior case manager
AladdinKYCAMLLEI
client onboardingmandate setupstatic data managementinvestment operationsKYC and AML compliance