Mid Level Operations Agent Jobs
Mid level operations agent jobs go to professionals ready to own workflows end to end, mentor newer team members, and drive process decisions with limited oversight. Hiring runs across Insurance, Technology & Software, and Banking & Financial Services, with employers like State Farm, Amazon, and Alliant Insurance Services competing for operations agents at this level now.
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Showing 5 of 82+ Mid Level Operations Agent jobs
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Operations, sales, trading/underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Job expectations include performing Customer Identification Program and Customer Due Diligence refresh processes.
LOB Job Description:
This position will support the Regulatory Processes & Reporting Team. The associate in this role will be responsible for operations broker dealer and bank regulatory reporting requirements. The associate will liaise with Finance and Operations associates to research exceptions and analyze operational data for compliance with applicable industry rules. The associate in this role may have oversight for the offshore functions aligned with the Regulatory Reporting team. This role will be cross trained on and provide back up support on reporting functions performed by the team, including but not limited to TIC Reporting and FOCUS Reporting. Associate will be expected to perform ongoing evaluations, quality assurance, and process testing and control improvements to regulatory reporting processes.
Responsibilities:
- Maintains accuracy of client portfolio using internal and external comparison tools
- Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling
- Explores methods to enhance processes, further reduce risks, and boost client experience
- Partners with colleagues on the trade and sales support teams, as well as external agents
- Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting
- Escalates potential risks and exposures to manager in a timely manner
- Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions
- Cross Train and Backup assigned functions within the process
- Escalate issues to management/risk as necessary
- Participate in tactical and strategic initiatives related to assigned Regulatory Reporting
Required Qualifications:
- 3-5 years brokerage operations experience, preferably in a regulatory or control department
- Microsoft Excel experience
- Working knowledge of stock record and/or broker dealer books and records concepts
- Detail orientation
- Ability to manage multiple priorities and multi task
- Excellent time management and prioritization skills, with ability to meet tight deadlines
- Ability and willingness to continuously learn on the job
- Ability to problem-solve and take ownership of process improvements
- Able to work in a team environment
- Excellent verbal and written communication skills with ability to communicate with various stakeholders
Desired Qualifications:
- Familiarity with the full Microsoft Office Suite, including Word, Outlook and Access
- Experience with data analysis, including maintaining databases, collecting data, filtering and cleaning data, identifying patterns, interpreting data and presenting findings
- Experience in the financial services industry
- Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
- Excels in working among diverse viewpoints to determine the best path forward.
- Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
- Excels in working among diverse viewpoints to determine the best path forward
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Skills:
- Attention to Detail
- Critical Thinking
- Data Collection and Entry
- Recording/Organizing Information
- Research
- Fraud Management
- Interpret Relevant Laws, Rules, and Regulations
- Problem Solving
- Quality Assurance
- Risk Management
- Adaptability
- Customer and Client Focus
- Prioritization
- Result Orientation
- Written Communications
Shift:
1st shift (United States of America)Hours Per Week:
40Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Operations, sales, trading/underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Job expectations include performing Customer Identification Program and Customer Due Diligence refresh processes.
LOB Job Description:
This position will support the Regulatory Processes & Reporting Team. The associate in this role will be responsible for operations broker dealer and bank regulatory reporting requirements. The associate will liaise with Finance and Operations associates to research exceptions and analyze operational data for compliance with applicable industry rules. The associate in this role may have oversight for the offshore functions aligned with the Regulatory Reporting team. This role will be cross trained on and provide back up support on reporting functions performed by the team, including but not limited to TIC Reporting and FOCUS Reporting. Associate will be expected to perform ongoing evaluations, quality assurance, and process testing and control improvements to regulatory reporting processes.
Responsibilities:
- Maintains accuracy of client portfolio using internal and external comparison tools
- Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling
- Explores methods to enhance processes, further reduce risks, and boost client experience
- Partners with colleagues on the trade and sales support teams, as well as external agents
- Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting
- Escalates potential risks and exposures to manager in a timely manner
- Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions
- Cross Train and Backup assigned functions within the process
- Escalate issues to management/risk as necessary
- Participate in tactical and strategic initiatives related to assigned Regulatory Reporting
Required Qualifications:
- 3-5 years brokerage operations experience, preferably in a regulatory or control department
- Microsoft Excel experience
- Working knowledge of stock record and/or broker dealer books and records concepts
- Detail orientation
- Ability to manage multiple priorities and multi task
- Excellent time management and prioritization skills, with ability to meet tight deadlines
- Ability and willingness to continuously learn on the job
- Ability to problem-solve and take ownership of process improvements
- Able to work in a team environment
- Excellent verbal and written communication skills with ability to communicate with various stakeholders
Desired Qualifications:
- Familiarity with the full Microsoft Office Suite, including Word, Outlook and Access
- Experience with data analysis, including maintaining databases, collecting data, filtering and cleaning data, identifying patterns, interpreting data and presenting findings
- Experience in the financial services industry
- Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
- Excels in working among diverse viewpoints to determine the best path forward.
- Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
- Excels in working among diverse viewpoints to determine the best path forward
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Skills:
- Attention to Detail
- Critical Thinking
- Data Collection and Entry
- Recording/Organizing Information
- Research
- Fraud Management
- Interpret Relevant Laws, Rules, and Regulations
- Problem Solving
- Quality Assurance
- Risk Management
- Adaptability
- Customer and Client Focus
- Prioritization
- Result Orientation
- Written Communications
Shift:
1st shift (United States of America)Hours Per Week:
40See All 82 Mid Level Operations Agent Jobs
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Find JobsMid Level Operations Agent Job Market
Who's Hiring
- State Farm19
- Amazon8
- Alliant Insurance Services7
- Decagon3
- JPMorganChase3
Top Industries Hiring
- Insurance27
- Technology & Software16
- Banking & Financial Services5
- Retail4
- Electronics & Hardware3
Mid Level Operations Agent Jobs: Frequently Asked Questions
How do I get a mid level operations agent job?
Position your experience around ownership, not just task completion. Highlight projects you led from start to finish, process improvements you initiated, and decisions you made independently. Tailor your resume to show measurable impact, such as reduced turnaround times or improved accuracy rates. Mid level hiring managers want to see evidence that you operate with initiative and handle complexity without constant direction.
Which companies hire mid level operations agents?
Companies hiring mid level operations agents right now include State Farm, Amazon, and Alliant Insurance Services, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from organizations scaling their operations teams, including logistics providers, financial services firms, and technology companies managing high-volume customer or fulfillment operations.
Are there remote mid level operations agent jobs?
Yes, though availability varies by function and industry. About 20% of mid level operations agent openings are remote or hybrid as of November 2026, with fully remote roles more common in tech-enabled operations and customer-facing coordination work. Roles tied to physical logistics or on-site process management tend to require in-person presence.
How do I move up to a mid level operations agent role?
Moving from entry level to mid level takes deliberate skill-building over time. Focus on deepening your process knowledge, taking on projects that require cross-functional coordination, and documenting measurable outcomes from your work. Demonstrating that you can troubleshoot independently, train others informally, and improve existing workflows signals readiness for greater scope and ownership at the mid level.
Which industries hire the most mid level operations agents?
Mid Level operations agent roles concentrate in Insurance, Technology & Software, and Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent demand at this level because they rely on experienced operations professionals to manage complex, high-volume processes that require both procedural expertise and the judgment to handle exceptions.