Alexis Meeker
Transition Specialist Client Service Associate @Yts Wealth Management
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WORK HISTORY
Transition Specialist Client Service Associate @Yts Wealth Management
Export, PA, US
Oversee advisor transitions and mergers & acquisitions, ensuring accurate and compliant onboarding of books of business into the firm-Collaborate with advisors and internal teams to manage the operational and custodial aspects of transitions, including account mapping, ACATs, and repapering-Analyze acquired client data and documentation to streamline migration processes and uphold firm standards-Act as a key point of contact for new clients, guiding them through the onboarding process with professionalism and clarity-Provide ongoing support for account maintenance, service requests, and financial plan implementation-Maintain detailed records in CRM and custodial platforms, ensuring accuracy, compliance, and operational efficiency-Work cross-functionally with compliance, trading, and advisory teams to support a seamless client experience
EDUCATION
Westmoreland County Community College
Transfer, Business, Management, Marketing, and Related Support Services
University of Pittsburgh College of Business Administration
Bachelor of Business Administration - BBA, Marketing/Marketing Management, General
ABOUT ALEXIS MEEKER
As a Project Manager within the Transitions & Integrations Department, I specialize…
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