Case Manager (6 Month + Temp Role)

Schroders is hiring a Case Manager (6 Month + Temp Role) in London, United Kingdom. Level rates it ; you can apply on Schroders.

Level's read on this job

Little AI ●○○○ is how Level rates this role: aI is not part of the work.
The posting mentions Aladdin, case management and operations among its tools and skills.
Level classes it as a mid-level role.
Schroders has 94 other open roles on Level.
Posted within the past two weeks.

AI in this role

Manage end-to-end client onboarding cases and operations workflows at Schroders.

aladdin

case-managementoperationsonboardingrisk-managementproject-management

Case Manager – Operations Onboarding

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.

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.

How we rate this

Case Manager (6 Month + Temp Role) at Schroders rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Case Manager (6 Month + Temp Role) is an open job at Schroders.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in London, United Kingdom.
The job was posted on October 13, 2026.
Seniority: mid.
Applications are handled by Schroders. Apply on Schroders

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Case ManagementOperationsOnboardingRisk ManagementProject ManagementAladdin

Questions you could be asked

Tell me about a project where case management was part of your work. What did you do?
Tell me about a project where operations was part of your work. What did you do?
Tell me about a project where onboarding was part of your work. What did you do?
Tell me about a project where risk management was part of your work. What did you do?
Tell me about a project where project management was part of your work. What did you do?

Adapt your resume

List these exact terms on your resume: Case Management, Operations, Onboarding, Risk Management, and Project Management. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

Want an expert to read your CV for this job?

Free. Send your CV and the role you want next. We reply by email within 2 to 4 business days.

Get a free CV review Check your resume with the ATS resume checker