Client advisor (m/f/d)
80–100 %, Remote or Basel Office
Remote (CH)
or Basel Office
80–100 %
Immediate or
by arrangement
A fiduciary job that fits you
Do you want real freedom in your work, without the constraints of a traditional fiduciary firm? Are you looking for a role where you can structure your day in a way that makes sense for you, instead of following fixed office hours?
Nexova is the first fully remote fiduciary firm in Switzerland and offers startups and SMEs digital accounting, payroll accounting, and tax advisory services.
We are looking for an experienced Client Advisor in Fiduciary Services who values independence, flexibility, and modern ways of working. You will manage your own client portfolio independently, organize your work freely, and be responsible for the quality of your results. With increasing experience, there is the opportunity to take on more complex mandates as a Senior Client Advisor in Fiduciary Services and assume greater responsibility.
Being a client advisor at Nexova
At Nexova, the Client Advisor is more than just an accountant. You’re a strategic partner who helps clients navigate their business journey with modern tools and digital expertise.
A real advisory role
Your clients are founders and entrepreneurs building something exciting — startups, e-commerce businesses, SMEs with real ambition. They need someone who understands their numbers, spots the issues early, and can explain what matters in plain terms. That’s the work you’ll be doing.
Modern tools, less friction
We work in a fully paperless environment with Microsoft Dynamics 365 Business Central at the centre. Automated workflows and clean digital processes mean less time on administration and more time on work that actually requires your expertise.
Part of a team that shares what it knows
The culture here is open. People ask questions, share knowledge, and support each other across mandates. You’ll have colleagues to think out loud with, and the expectation that you’ll do the same for them.
Your mission
- Advise and support clients You are the main point of contact for a diverse portfolio of startup and SME clients on all fiduciary matters, from accounting and payroll to tax returns and financial planning
- Manage digital accounting You prepare annual financial statements and maintain client accounts using Microsoft Dynamics 365 Business Central, professionally and efficiently
- Swiss regulatory compliance Prepare VAT returns (MWST), handle social insurance declarations, and ensure compliance with Swiss accounting standards (OR)
- Work independently from day one You take full responsibility for your mandates and client projects and organize your work autonomously
- Help shape our processes You challenge existing workflows, contribute your own ideas, and help actively shape the future of digital fiduciary services
- Career development You have the opportunity to take on more complex mandates as a Senior Client Advisor in Fiduciary Services and, if interested, pursue further qualification as a certified fiduciary expert
Your profile
Professional qualifications:
- Federal Diploma in Fiduciary Services or a comparable qualification
- At least 3 to 5 years of professional experience in a fiduciary firm
- Digitally savvy and familiar with common fiduciary and accounting software
- Very good German skills and solid English for communication with our international clients
Personal strengths:
- You work independently and organise your work without constant supervision
- You communicate proactively and address problems early rather than letting them sit
- You are client-focused and can explain complex topics in an understandable way
- You enjoy working remotely and value flexible working hours
- Freedom, quality, transparency, and responsibility are values you live by
When it might not be the right fit:
- If you need a traditional office structure to be productive, you may struggle with us
- If you prefer detailed instructions and rigid processes, you will likely find it challenging here
- If you are looking for a stable, unchanging role, this is probably not the right place—we are still in a building phase
What Nexova offers you
- Work from anywhere: Whether from home or our office in Basel, you decide where you work.
- Flexible working hours: Structure your workday in a way that suits you. Availability between 10:00 and 18:00 helps collaboration but is only a guideline.
- Complete home office setup: Laptop, monitors, and headset, plus CHF 200 per year for ongoing tech needs.
- Further education: We support you with relevant courses and certifications. If you want to pursue the Swiss Certified Fiduciary Expert qualification, we'll support you along the way.
- Exciting clients: Work with innovative startups and SMEs across technology, consulting, financial services, and many other industries.
- Digital processes: We work fully digitally with modern, efficient tools — no paperwork.
Working at Nexova
What you can expect
Working hours
We work a 42.5-hour week, but there is no fixed schedule. You decide when those hours happen. Being generally available between 10:00 and 16:00 helps with collaboration, but it is a guideline rather than a rule. You also get 5 weeks vacation plus Swiss public holidays.
Remote work
Work from wherever suits you: home, a cafe, or our Basel office if you want a space to collaborate. After your first six months, working from other countries is possible with your manager's agreement.
Learning and development
We support professional development and can cover costs for courses, certifications, and conferences. What we fund depends on relevance to your role and is subject to agreement with your supervisor.
Equipment and IT
We cover the initial cost of your home setup: laptop, monitors, headset - whatever you need. After that, you get CHF 200 per year for ongoing tech needs, plus unlimited calls and data through our Galaxus Mobile partnership.
You are protected
We offer an above-average pension with one of Switzerland's most reputable funds, comprehensive accident coverage including private hospital ward access, and strong salary continuation during illness.
Team and culture
There is no one constantly looking over your shoulder. You are trusted to manage your own work, with direct and open communication. We support team get-togethers with up to CHF 35 per person for events with four or more colleagues.
Our Basel office
A place to connect
Working remotely does not mean working alone. In Basel, we have created a workspace you can use whenever you want a day of focused work or time with colleagues.
The office sits directly opposite Basel SBB, with natural light, adjustable desks, monitors, a kitchen, and space to collaborate comfortably.
People come because the space helps them work well, not because they have to. That is the atmosphere we want the page to communicate too.
Our application process
Your path to Nexova
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Apply
Send your CV and a short introduction to jobs@nexova.ch. Tell us which role interests you and why you are a strong fit.
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First interview
Join a 45-minute online call with our recruiting manager. We will introduce Nexova and discuss your motivation and background.
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Second interview
Meet online with our recruiting manager and a member of our leadership team. You will gain insight into our vision and direction.
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Third interview
An online call with our recruiting manager and a team lead for deeper discussion of the role and work-related assessments.
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Meet the team
Spend a day at our Basel office with the team. You will experience how we work and assess the long-term fit.
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Welcome aboard
If it is a mutual fit, we will prepare your contract and wrap up the final details. Then it is official. Welcome to Nexova.
Any more questions?
"I'm happy to answer any questions about what it's like to work here, our open positions, or the application process."
David Merz Founding Partner
Get started now
Are you ready to become part of a team that is revolutionizing the fiduciary industry? Do you want to work in a culture that supports you and allows you to work from anywhere? Then send us your application (CV and cover letter) by email to jobs@nexova.ch and take the next step toward a promising career. We look forward to getting to know you and hopefully welcoming you to our team soon!
Please attach:
Your CV
A brief email explaining why this role interests you and why you're a good match.
Employment references or certificates (optional)
FAQ
Answers at a click
No. Depending on the role, part of the onboarding may take place in our office in Basel to help you get started. After that, you can work from wherever you like. You might enjoy the office enough to come in regularly and collaborate with colleagues, but you can just as easily work from home or another location.
We mainly work with Microsoft Dynamics 365 Business Central for accounting, as well as Notion for team collaboration and documentation. We're happy to discuss additional tools during the interview. Everything is fully digital and cloud-based.
You'll be closely supported during your first weeks. You'll have access to structured onboarding materials with video guides covering our processes and tools. In addition, you'll have regular check-ins with your manager and stay in close contact with your colleagues as you get up to speed.
In principle, you need to be based in Switzerland, especially during the first six months. After that, shorter stays abroad may be possible depending on the situation and by agreement. However, we must comply with Swiss labor and tax regulations.
Mistakes happen—that's human. What matters is how we handle them. If something doesn't go as planned, address it early and we'll find a solution together.
Mainly startups and SMEs: technology companies, consulting firms, financial service providers, and many more. They are building something and need reliable, modern fiduciary services that can keep up with their growth. Many are led by international founders who are navigating the Swiss business environment for the first time.
You work independently, but you're not on your own. You'll have regular exchange with your manager, can reach out to colleagues when needed, and we have weekly team check-ins. For us, independence means no micromanagement—not isolation.
We offer competitive salaries in line with your qualifications and experience. Exact figures depend on your background and are discussed openly during the interview process.
As you grow in your role, you can take on more complex mandates and advance to Senior Client Advisor. From there, further development into team leadership or specialised advisory roles is possible, depending on your interests and strengths.
If you are interested in pursuing the Swiss Certified Fiduciary Expert (Treuhandexperte) qualification, we support you with flexible working arrangements during your studies and contribute to your training costs. We see it as an investment in your development and in the quality of our services.