I was trying to get a contact point on how to transition from an engineer to a work at home CSR in finance. no contact just suckville on this site
We’re a test prep vendor - you might want to reach out to a career coach from a site like The Muse (https://www.themuse.com/).
I don’t know much about becoming a work from home CSR, but I would imagine that being professional and respectful in your communications is important.
For many intro finance roles, studying for and passing the SIE (https://achievable.me/exams/finra-sie/overview/) is usually a good first step, since it shows your potential employers that you know the basics and have put in some of the initial legwork. It’s probably not required for most customer service roles, but I think it’s likely that it would help you stand out.