Shyla Moeller
Fidelity Investments
Parker,CO
1
Certification
10
years of professional experience
Dynamic leader with expertise in mentoring and training, fostering collaboration and teamwork among peers. Known for leveraging analytical skills to drive performance improvements while ensuring exceptional customer experiences.
Work History
Customer Relationship Advocate
5 Years 2 Months- Managed relationships with high-net-worth clients, serving as a primary point of contact for complex account needs and delivering personalized solutions while maintaining a strong customer experience.
- Mentored and trained 70+ new hires on client service procedures, financial systems, compliance requirements, and best practices, supporting successful onboarding and team development.
- Coached and supported teammates by providing guidance on complex client situations, systems, processes, and service strategies, helping promote consistent performance and positive client outcomes.
- Analyzed customer and team performance metrics to identify trends, evaluate performance, and inform strategies for improving service delivery and customer outcomes.
- Took on additional responsibilities in support of the team lead, helping manage team priorities and day-to-day operational needs while contributing to team effectiveness and service delivery.
- Collaborated with Financial Consultants, advisory teams, and cross-functional business partners to resolve complex client issues, build trust, and coordinate effective solutions in a highly regulated environment.
Team Leader/Trainer/Server
3 Years 2 Months- Facilitated exceptional guest experiences in a fast-paced entertainment environment to enhance customer satisfaction and streamline service processes.
- Managed high-volume cash transactions and revenue tracking using POS systems to support efficient operational workflows.
- Led 30+ team members, coordinating service execution and monitoring performance to ensure guest satisfaction during peak periods.
- Resolved guest concerns and escalated issues in real time, maintaining service standards and ensuring quality customer experience.
- Recognized as Employee of the Month for strong performance, leadership contribution, and consistent delivery of high-quality guest experiences in a fast-paced, metrics-driven environment.
Before and After School Leader
1 Year 7 Months- Led daily program operations, coordinating activities and staff responsibilities to create a safe and engaging environment for students.
- Cultivated strong relationships with students and families through clear communication and active listening, enhancing trust and overall program experience.
- Resolved conflicts and addressed behavioral and operational challenges using sound judgment, adaptability, and effective communication while maintaining program policies and safety standards.
- Collaborated with staff and families to address individual needs and coordinate consistent solutions, adapting to changing priorities to maintain program effectiveness.
Before and After School Leader
1 Year- Supported daily program operations through activity facilitation, student supervision, and classroom routine management, ensuring a safe, organized, and positive environment.
- Built positive relationships with students, families, and coworkers through effective communication, patience, and responsive support.
- Collaborated with program leaders and staff to address student needs and resolve conflicts, adapting to changing priorities while upholding program policies and safety procedures.
Education
Master of Science - Mental Health And Wellness
Bachelor of Science - Psychology
Skills
Customer service
Call center experience
Client relationship management
Performance analysis
Complex problem solving
Data analysis
Problem resolution
Attention to detail
Goal planning
Teamwork and collaboration
Team leadership
Issue resolution
Certification
FINRA, Series SIE & 7, Series 63
LSU, Leadership and Management Series
Accomplishments
Excellence in Action, Fidelity Investments
Toast Masters, Fidelity Investments
Timeline
Customer Relationship Advocate
Fidelity Investments
10.2020 - 12.2025Read More
Team Leader/Trainer/Server
TopGolf
01.2019 - 03.2022Read More
Before and After School Leader
Cherry Creek School District
05.2017 - 12.2018Read More
Before and After School Leader
Cherry Creek School District
08.2015 - 08.2016Read More
Grand Canyon University
Master of Science from Mental Health And Wellness
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Arizona State University
Bachelor of Science from Psychology
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