Client advisor (m/f/d)

Nexova AG; Basel; Vor Ort; CHF 80.000 - 95.000; Vollzeit

Benefits dieser Stelle

Home office setup

Further education support

Above-average pension

Comprehensive accident coverage

Team events support

Zusammenfassung

A remote fiduciary firm seeks an experienced Client Advisor in Fiduciary Services to manage a diverse client portfolio with flexibility in work hours. You will be responsible for advising clients on fiduciary matters, ensuring Swiss regulatory compliance, and managing digital accounting using Microsoft Dynamics 365. Ideal candidates have a Federal Diploma in Fiduciary Services and 3-5 years of experience. The position supports remote work with flexible scheduling and opportunities for further certification as a fiduciary expert.

Qualifikationen

• 3-5 years of professional experience in a fiduciary firm.
• Very good German skills and solid English for communication.

Aufgaben

• Advise and support clients on fiduciary matters.
• Prepare annual financial statements and maintain accounts.
• Ensure compliance with Swiss accounting standards.

Kenntnisse

German proficiency

English communication

Digital savviness

Client-focused

Independence

Ausbildung

Federal Diploma in Fiduciary Services

Tools

Microsoft Dynamics 365 Business Central

Jobbeschreibung

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.

Responsibilities

• 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

• 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

Work environment

• 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 set up: 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.

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 receive 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.

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.