Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sophia Rodriguez

San Antonio,TX

Summary

As a Transition Consultant at TSS, I assist Financial Advisors navigate the complex and challenging process of private account transitioning, ensuring a smooth and efficient implementation of new systems and solutions for UBS. I have over five years of experience in payroll and personnel management, working as a Payroll Executive at The Victor Group, Inc. and a Client Advisor at Louis Vuitton. I have developed strong skills in payroll administration, compliance, reporting, and auditing, as well as in building and maintaining trusting relationships with clients, colleagues, and vendors. I am a problem solver, a communicator, and a team player, who strives to deliver high-quality results and customer satisfaction. I enjoy working in a dynamic and diverse environment, where I can apply my expertise and learn new skills.

Overview

6
6
years of professional experience

Work History

Transition Consultant

TSS
02.2023 - Current
  • Assisted Financial Advisors navigate the complex and challenging process of private wealth transfers for projects ranging from $1 million to $2 billion in assets.
  • Projects were conducted on-site at various UBS offices throughout the nation, requiring collaboration across departments and companies.
  • Processes were tedious and required high levels of detail orientation in order to be completed and approved.


Payroll Executive

The Victor Group
04.2018 - Current
  • Tracked employee vacation, sick and personal time.
  • Generated reports to track employee time and attendance.
  • Performed data entry tasks and maintained accurate records of employee payroll information.

Client Advisor

Louis Vuitton - LVMH
10.2020 - 02.2023
  • Began as a seasonal employee then transitioned into a permanent role after demonstrated top performance.
  • Cultivated book of business into a high yielding pipeline by providing exceptional customer experiences and service.
  • Consistently exceeded KPI's, achieving over 200% to quota over the course of my tenure.
  • While only being a part-time employee, I was the overall top performer in the South Texas region; generating over $3 million in gross revenue.



Certified Nursing Assistant / MA

North Central Baptist Hospital
04.2018 - 11.2020
  • Adhered strictly to infection control policies while performing tasks such as administering medications or changing dressings.
  • Improved patient care quality by monitoring and recording vital signs, fluid intake, and output.
  • Maintained a clean, safe environment by sanitizing surfaces, changing linens, and disposing of waste properly.
  • Monitored patient specimen samples and test results to effectively alert supervisors of potentially unhealthy changes.

Education

Associate of Applied Science - Biology / Biological Sciences

San Antonio College
San Antonio, TX
05.2018

Skills

  • Client Relationship Management
  • Attention to Detail
  • Teamwork and Collaboration
  • Analytical and Critical Thinking
  • Sales
  • Strong Verbal and Written Communication
  • Results Driven

Timeline

Transition Consultant

TSS
02.2023 - Current

Client Advisor

Louis Vuitton - LVMH
10.2020 - 02.2023

Payroll Executive

The Victor Group
04.2018 - Current

Certified Nursing Assistant / MA

North Central Baptist Hospital
04.2018 - 11.2020

Associate of Applied Science - Biology / Biological Sciences

San Antonio College
Sophia Rodriguez