Client Service
Client Service Associate
Alexis Betancourt brings a service-first mindset and sharp attention to detail to her role as a Client Service Associate at Virtus Financial Partners. Her approach is built on a foundation of integrity and reliability, and she is committed to creating a positive, seamless experience for every client she works with.
Her background in hospitality continues to shape the way she shows up for clients each day — with warmth, consistency, and a genuine focus on anticipating needs before they surface. Whether she's helping a client with a document request or following up on a detail behind the scenes, Alexis brings the same attentive, people-first mentality to every interaction.
“Great service isn't about doing one big thing well — it's about making sure every small thing is handled so clients never have to worry about the details.”
Alexis is a graduate from Florida International University where she earned her Bachelors of Science in Hospitality Management. Looking ahead, she plans to pursue her CFP® certification to build on her experience at Virtus by becoming a financial advisor herself.
Outside of the office, Alexis stays active and loves being outdoors — whether she's in the gym or scuba diving along the coast, or hitting the trail for a hike or camping trip.
