ICONIQ Client Services Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 5 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at ICONIQ.
ICONIQ
Client Service Analyst
Entry Average Positive experience No offer 2 rounds
Interview process
Recruiter call Onsite
Interview formats
Behavioral
The first step was a brief, informal chat with an associate, during which I had to sign an NDA. They asked about 1-2 behavioral questions, such as why I was interested in asset management and specifically ICONIQ, and also some other questions about me and my interests. The second and final round was a 5-hour super day.
Confirmed questions1 question
- What makes you choose ICONIQ over a bigger firm in private wealth management?
ICONIQ
Client Services Manager
Manager Average Neutral experience No offer 1 round
Interview process
Recruiter call Phone screen
Interview formats
Behavioral
I had a phone interview that a recruiter set up. There was no follow up after that. I think they should let candidates know what's happening with the process and where they're at.
Confirmed questions1 question
- Tell me about your background.
ICONIQ
Client Service Analyst
Entry Average Positive experience No offer 2 rounds
Interview process
Phone screen Onsite
Interview formats
Case Behavioral
Had a phone interview first, then there was the ICONIQ Super Day, which was 7 hours of back-to-back interviews with different team members. A case study was part of the Super Day, they emailed it 10 minutes before we had to present it. Everyone was really nice and down to earth.
Confirmed questions2 questions
- Reason for wanting to work in San Francisco?
- Could you share the last book you finished reading?
ICONIQ Client Services Interview Questions
Quoted word for word from ICONIQ interview reports.
“Could you share the last book you finished reading?”
Read reports →“What is your interest in ICONIQ?”
Read reports →“What makes you choose ICONIQ over a bigger firm in private wealth management?”
Read reports →“Reason for wanting to work in San Francisco?”
Read reports →“What is a career goal you have for the next 3-5 years?”
Read report →“Tell me about your background.”
Read report →Formats, difficulty and experience
Across all 5 ICONIQ interview reports.